Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,947 | $161,352-88.3% | $134,172-85.9% | $137,256-86.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.70% | 28.72%-10.0pp | 25.30%-6.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,952 | $4,099-28.0% | $3,420-13.7% | $4,156-29.0% |
| Participant deferral / active EE | $2,952 | $5,552-46.8% | $4,690-37.1% | $6,407-53.9% |
| Admin fee / account holder | $7,690 | $15,028-48.8% | $12,016-36.0% | $12,270-37.3% |